FORWARD FEATURES CALENDAR

Solutions

Evaluate and Treehill Partners have entered into a global strategic collaboration to combine Evaluate’s data analytics and strategic consulting with Treehill’s transaction advisory and execution services in healthcare. Both organisations have decades of experience serving customers globally and are joining forces to provide their combined client base with a richer suite of proprietary services and tools that now span strategic consultancy on market and product evaluations to transaction advisory and execution.
Due diligence specialist Castle Hall has launched DiligenceExchange, delivering in-depth industry intelligence for institutional investors. DiligenceExchange (DXC) contains due diligence data on several thousand funds across traditional (stock and bond) and alternative strategies – hedge funds, private equity, venture capital, real estate, infrastructure and private credit. Castle Hall’s standardized approach to due diligence data collection underpins the entire DXC program. Castle Hall uses a consistent scope and methodology to gather data from each asset manager/GP. The firm then completes independent “trust but verify” checks to protect against fraud.
valantic Financial Services Automation (FSA), a leading provider of cross-asset electronic trading and automation solutions, has completed a strategic investment in Velox Financial Technology.
LGL Group (LGL) has selected Allvue Systems to provide Fund Accounting and Investor Portal solutions to support its growing fund administration business. Allvue’s Fund Accounting software will provide LGL with a back-office system fully capable of offering fund administration and investor reporting services across different fund types including private equity, real estate, venture capital, and debt. Through Allvue’s Investor Portal, LGL clients will have access to highly configurable dashboards that support both standardised workflows and detailed reporting within one fully integrated platform.
Digital alternative investment specialist Yieldstreet is launching a new platform that allows investors the unique opportunity to invest in individual companies. The first offerings include the convenience of investing directly in established startups Fetch Rewards and Flutterwave in partnership with VC investment firm Greycroft, which has $2 billion-plus in total capital commitments across its funds. Yieldstreet will partner with other prominent venture capital firms as more deals are offered on the platform giving investors access to leading startup companies before they go public. Investments in Fetch and Flutterwave, plus future direct VC offerings on Yieldstreet, will primarily be made at
Stifel Financial Corp, Eaton Partners – a Stifel Company – and RCP Advisors (RCP), a subsidiary of P10, Inc. (NYSE: PX), today announced the launch of Twelve Degrees, a strategic partnership focused on investing in and providing capital solutions to leading emerging and first-time alternative investment fund managers. Twelve Degrees will combine Eaton’s capabilities as one of the largest global placement agents and financial advisory firms with RCP’s access to lower-middle-market private equity fund managers. Twelve Degrees will provide flexible capital solutions, strategic advice, back-office infrastructure, access to broader Stifel banking services, and global distribution, capital formation, and marketing capabilities
Prosek Partners, an integrated marketing and communications firm, has launched an investor relations (IR) environmental, social and governance (ESG) advisory services offering in partnership with Blue Dot Capital, a strategic sustainable finance consultancy. Prosek acquired a stake in Blue Dot in 2021 to enhance the firm’s ESG capabilities and offer strategic ESG advisory for financial services clients. The new offering, developed specifically for public and late-stage companies, pairs Prosek’s IR experience with Blue Dot’s ESG and sustainable finance expertise to offer ESG counsel to companies as they navigate the ESG landscape and effectively communicate their ESG value proposition to investors.
Secure Systems Innovation Corporation (SSIC) the innovators behind X-Analytics, a cyber risk decisioning application, has launched X-Analytics – PE Edition providing private equity and other investment firms with insights into their portfolios’ financial exposure to cyber risk. The new offering allows investment leaders to make more effective cyber investments and meet the anticipated US Securities and Exchange Commission’s proposed regulatory requirements impacting the investment management industry and publicly listed companies. X-Analytics – PE Edition (XA-PE) is a highly scalable application tailored to the needs of private equity and other investment firms.
The Pensions Management Institute (PMI) has appointed Invesco as its Alternative Investment Insight Partner to share expertise on alternative investments with the industry. The PMI will work alongside Invesco to deliver webinars, interviews, panel discussions, research and case studies designed to increase understanding of alternative investments, spanning the range of assets, including Real Estate and Venture Capital.   The partnership will allow PMI members to access Invesco’s insight and experience on Alternative Investments through its multiple distribution channels, including its monthly magazine ‘Pensions Aspects’, email newsletters, PMI TV and its dedicated Insight Partners web area. PMI’s Insight Partnerships are developed
Hazeltree, a provider of integrated treasury and liquidity management solutions for investment managers, and LGT Capital Partners have completed the initial phase of implementation of Hazeltree’s cash and liquidity management solution. This phase is focused primarily on aggregating and automating LGT Capital Partners’ cash wires activity, replacing a legacy application. It establishes the platform for further enhancing LGT Capital Partners’ fund financial management operations by aggregating, optimising and improving execution of its cash, debt and liquidity management processes.

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12 November, 2026 – 8:00 am

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